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Avantax Planning Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Avantax Planning Partners’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3M Buy
235,598
+2,533
+1% +$140K 0.33% 50
2026
Q1 		$12.2M Buy
233,065
+5,817
+3% +$314K 0.34% 48
2025
Q4 		$11.7M Sell
227,248
-5,412
-2% -$279K 0.33% 47
2025
Q3 		$12.2M Buy
232,660
+1,140
+0.5% +$59K 0.35% 47
2025
Q2 		$11.6M Buy
231,520
+770
+0.3% +$37.2K 0.37% 48
2025
Q1 		$11.4M Buy
230,750
+661
+0.3% +$33.7K 0.4% 39
2024
Q4 		$11.7M Sell
230,089
-5,672
-2% -$297K 0.42% 37
2024
Q3 		$12.1M Sell
235,761
-38,600
-14% -$1.89M 0.43% 35
2024
Q2 		$12.8M Buy
274,361
+7,440
+3% +$352K 0.41% 39
2024
Q1 		$13M Buy
266,921
+50,532
+23% +$2.32M 0.42% 38
2023
Q4 		$9.89M Sell
216,389
-572
-0.3% -$24K 0.38% 38
2023
Q3 		$8.89M Buy
216,961
+8,563
+4% +$365K 0.37% 35
2023
Q2 		$8.76M Buy
208,398
+14,921
+8% +$605K 0.35% 35
2023
Q1 		$7.93M Sell
193,477
-5,567
-3% -$237K 0.32% 37
2022
Q4 		$8.19M Buy
199,044
+13,535
+7% +$560K 0.32% 35
2022
Q3 		$6.99M Buy
185,509
+35,552
+24% +$1.46M 0.31% 35
2022
Q2 		$5.84M Sell
149,957
-24,235
-14% -$1.02M 0.25% 48
2022
Q1 		$7.74M Buy
174,192
+16,683
+11% +$730K 0.31% 36
2021
Q4 		$6.99M Sell
157,509
-2,036
-1% -$88.8K 0.29% 32
2021
Q3 		$6.61M Sell
159,545
-80,055
-33% -$3.36M 0.31% 25
2021
Q2 		$10.1M Buy
239,600
+91,151
+61% +$3.86M 0.47% 20
2021
Q1 		$6M Sell
148,449
-7,745
-5% -$295K 0.31% 28
2020
Q4 		$5.44M Sell
156,194
-13,846
-8% -$450K 0.28% 28
2020
Q3 		$4.92M Buy
170,040
+9,364
+6% +$276K 0.26% 34
2020
Q2 		$4.55M Buy
160,676
+1,166
+0.7% +$31.5K 0.26% 35
2020
Q1 		$3.85M Buy
159,510
+4,671
+3% +$157K 0.27% 32
2019
Q4 		$5.89M Buy
154,839
+2,747
+2% +$102K 0.35% 19
2019
Q3 		$5.52M Buy
152,092
+2,729
+2% +$97.5K 0.34% 17
2019
Q2 		$5.44M Buy
149,363
+2,301
+2% +$82.6K 0.35% 20
2019
Q1 		$5.26M Buy
147,062
+12,452
+9% +$435K 0.37% 21
2018
Q4 		$4.26M Sell
134,610
-5,209
-4% -$179K 0.32% 29
2018
Q3 		$5.16M Buy
139,819
+2,893
+2% +$107K 0.41% 16
2018
Q2 		$4.9M Buy
136,926
+4,472
+3% +$157K 0.44% 15
2018
Q1 		$4.52M Buy
132,454
+22,573
+21% +$788K 0.39% 19
2017
Q4 		$3.88M Buy
109,881
+2,532
+2% +$86.6K 0.36% 22
2017
Q3 		$3.58M Buy
107,349
+3,627
+3% +$118K 0.28% 32
2017
Q2 		$3.38M Buy
103,722
+5,994
+6% +$194K 0.28% 34
2017
Q1 		$3.18M Buy
97,728
+6,360
+7% +$205K 0.28% 31
2016
Q4 		$2.87M Buy
+91,368
New +$2.79M 0.31% 29

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avantax Planning Partners's DON Position: Q2 2026 in Review

Avantax Planning Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.1% in Q2 2026, buying an estimated $140K and bringing the position to 235,598 shares worth $13.3M. The position accounts for 0.33% of the portfolio, ranked #50.

Avantax Planning Partners first reported a position in DON in Q4 2016 and has held it in 39 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Avantax Planning Partners held 235,598 shares of WisdomTree US MidCap Dividend Fund worth $13.3M as of Q2 2026.
  • Avantax Planning Partners bought 2,533 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $140K.
  • WisdomTree US MidCap Dividend Fund made up 0.33% of Avantax Planning Partners's portfolio in Q2 2026, its #50 holding.
  • Avantax Planning Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2016 and has held it in 39 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.